AE Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.18M | Buy |
5,195
+1,093
| +27% | +$231K | 0.01% | 849 |
|
|
2026
Q1 | $811K | Buy |
4,102
+631
| +18% | +$125K | ﹤0.01% | 902 |
|
|
2025
Q4 | $644K | Buy |
3,471
+283
| +9% | +$52.9K | ﹤0.01% | 954 |
|
|
2025
Q3 | $568K | Buy |
3,188
+175
| +6% | +$28.8K | ﹤0.01% | 921 |
|
|
2025
Q2 | $463K | Buy |
3,013
+930
| +45% | +$139K | ﹤0.01% | 948 |
|
|
2025
Q1 | $319K | Buy |
2,083
+151
| +8% | +$21.5K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $244K | Buy |
1,932
+315
| +19% | +$41.3K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $207K | Sell |
1,617
-1,211
| -43% | -$141K | ﹤0.01% | 1168 |
|
|
2024
Q2 | $295K | Buy |
+2,828
| New | +$277K | ﹤0.01% | 1038 |
|
|
2024
Q1 | – | Sell |
-10,250
| Closed | -$896K | – | 1992 |
|
|
2023
Q4 | $896K | Buy |
10,250
+1,154
| +13% | +$100K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $745K | Buy |
9,096
+580
| +7% | +$47.7K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $689K | Sell |
8,516
-542
| -6% | -$41.8K | ﹤0.01% | 1242 |
|
|
2023
Q1 | $649K | Sell |
9,058
-1,211
| -12% | -$87.8K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $673K | Sell |
10,269
-3,298
| -24% | -$212K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $873K | Buy |
13,567
+5,050
| +59% | +$395K | 0.01% | 994 |
|
|
2022
Q2 | $701K | Buy |
8,517
+215
| +3% | +$19.1K | 0.01% | 1029 |
|
|
2022
Q1 | $798K | Buy |
8,302
+867
| +12% | +$75.3K | 0.01% | 1005 |
|
|
2021
Q4 | $638K | Buy |
7,435
+1,427
| +24% | +$119K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $495K | Sell |
6,008
-173
| -3% | -$14.9K | ﹤0.01% | 1172 |
|
|
2021
Q2 | $514K | Buy |
6,181
+113
| +2% | +$8.65K | ﹤0.01% | 1131 |
|
|
2021
Q1 | $435K | Sell |
6,068
-480
| -7% | -$32.2K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $423K | Sell |
6,548
-295
| -4% | -$17.9K | ﹤0.01% | 1016 |
|
|
2020
Q3 | $377K | Sell |
6,843
-1,879
| -22% | -$103K | 0.01% | 964 |
|
|
2020
Q2 | $451K | Sell |
8,722
-10,613
| -55% | -$522K | 0.01% | 914 |
|
|
2020
Q1 | $885K | Buy |
19,335
+1,814
| +10% | +$134K | 0.02% | 515 |
|
|
2019
Q4 | $1.43M | Buy |
17,521
+3,250
| +23% | +$278K | 0.03% | 441 |
|
|
2019
Q3 | $1.29M | Sell |
14,271
-5,102
| -26% | -$444K | 0.04% | 376 |
|
|
2019
Q2 | $1.58M | Buy |
19,373
+4,582
| +31% | +$360K | 0.05% | 290 |
|
|
2019
Q1 | $1.15M | Sell |
14,791
-3,702
| -20% | -$278K | 0.08% | 197 |
|
|
2018
Q4 | $1.28M | Sell |
18,493
-12,306
| -40% | -$837K | 0.22% | 116 |
|
|
2018
Q3 | $1.98M | Buy |
30,799
+19,802
| +180% | +$1.28M | 0.11% | 135 |
|
|
2018
Q2 | $689K | Buy |
10,997
+3,416
| +45% | +$190K | 0.05% | 221 |
|
|
2018
Q1 | $413K | Buy |
7,581
+641
| +9% | +$36.2K | 0.03% | 274 |
|
|
2017
Q4 | $443K | Buy |
6,940
+108
| +2% | +$7.25K | 0.04% | 250 |
|
|
2017
Q3 | $480K | Sell |
6,832
-1,197
| -15% | -$87K | 0.04% | 239 |
|
|
2017
Q2 | $601K | Buy |
8,029
+161
| +2% | +$11.8K | 0.07% | 210 |
|
|
2017
Q1 | $557K | Buy |
7,868
+1,866
| +31% | +$126K | 0.1% | 159 |
|
|
2016
Q4 | $402K | Buy |
+6,002
| New | +$398K | 0.16% | 129 |
|
Other funds holding WELL
AE Wealth Management's WELL Position: Q2 2026 in Review
AE Wealth Management increased its Welltower (WELL) stake by 27% in Q2 2026, buying an estimated $231K and bringing the position to 5,195 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #849.
AE Wealth Management first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.98M in Q3 2018. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- AE Wealth Management held 5,195 shares of Welltower worth $1.18M as of Q2 2026.
- AE Wealth Management bought 1,093 Welltower shares in Q2 2026, an estimated $231K.
- Welltower made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #849 holding.
- AE Wealth Management first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
- AE Wealth Management's Welltower position peaked at $1.98M in Q3 2018.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.